• Supported two Partners primarily and provided additional assistance to multiple Partners and Vice Presidents within the firm, in Boston HQ branch, Switzerland and Hong Kong.• Given a ‘merit increase raise’ and bonus within first 6 months which was not standard practice.• Coordinated & set high volume of meetings with up to 20 participants in person and teleconference with multiple time zones, both international and domestic (e.g. Switzerland, Hong Kong, California, Boston, and Texas).• Supported our two company founders while still supporting my primary partners needs during important annual events (JP Morgan Medical conference) along with meeting adhoc tasks and challenges that arose.• Worked as interim Office Manager and Case Team Assistant while also performing my regular EA duties and helped coordinate office relocation.• Assisted in creating and facilitating high-level monetary contracts to completion with VIP clients.• Implemented processes to accurately streamline operations and maximize efficiency across multiple documents & platforms (i.e. setting up merge templates for mass e-mailings, mailings, and data imports).• Coordinated heavily with local and non-local staff and departments- IT Dept, Finance Dept and other Executive Assistants within the firm for projects.• Other duties/ skills: Creating, running, editing, organizing & maintaining databases, reports, documents & correspondence (expense reports, invoices, and bank reconciliation). Booked travel, dining, and conferences.

Short term contract March - June 2018• Salesforce utilization & clean up- running reports, updating data and identifying issues and corrections across different fields and objects. Tracking marketing campaigns, events, financial data, running & maintaining reports in Salesforce & Excel• Creating and editing PowerPoint templates and presentations on mass scale. Editing marketing/sales collateral via Adobe and PowerPoint• Document management through Windchill PLM Software• Leading up and following up with vendors for marketing events for mass collateral prints, tchotchkes, shipments and other deliverables

• Vetted lead inbounds, scheduled, and participated in calls relating to sales or our product to perspective clients.• Organized a trip for staff of 25 (mostly working remote in various states) meeting in New Orleans. Planned a variety of activities, negotiated contracts with vendors, booked hotel, conference room, restaurants, catering, transportation, and AV & Tech needs for a 4-day period.• Met challenges when marketing materials did not arrive for out of state conference- arranged to have files sent and printed at local vendor & delivered to the event via Uber same day.• Salesforce System Administrator for Sales & Marketing teams – enrolled in 2-week Salesforce course to be involved with the basic setup and administration for the platform for the company.

Fulfilling Office Manger, EA, Operations, Administrative and Coordinator roles specializing in software supporting primarily Sales & Marketing teams.

• Successfully negotiated contracts & discounts with a variety of vendors, partners and businesses (i.e. office furniture & supplies, moving companies, catering, restaurants, corporate leasing for residents)• Liaison for company with vendors, partners and dealing with Bldg Mgt related issues. Facilitator for all departments within company.• Marketing coordination- SEO, Social Media blogs & content (Facebook, Twitter, WordPress). Creating, editing & reviewing insertion orders. Testing URL links and LP’s then providing status reports/ issues to partners and affiliates. • Managed day to day operations and needs of company and employees, supporting all departments within the company. Served as the go-to person for any administrative or operational functions. Acted as assistant to executive staff handling travel arrangements, correspondence, scheduling appointments/ meetings/ conference calls, etc. • Creative problem solving and crisis resolution• Coordinated, planned & managed various events regularly for 40-80 people (i.e. company outings, weekly staff lunches and happy hours)• Inventory Management- Ordering & stocking office supplies and full kitchen• Personally oversaw and directed additional administrative assistants• Coordinated, supervised and managed office relocation moves as company grew• Other duties: Light reception, research, filing, copying and handling mail (receiving, distributing, shipping, tracking large and small), bookkeeping, payrolls, maintaining databases, accounts payable/receivable. Assisted HR with onboarding and protocols and the Finance Dept. with audits

• Event planning & negotiating contracts and discounts with various vendors for weekly staff lunches, office & furniture supplies and company outings.• Managed day to day operations of office and needs of employees. Acted as assistant to executive staff handling travel arrangements, correspondence, scheduling appointments/ meetings/ conference calls, etc. • Inventory- Ordering & stocking office/kitchen with pertinent supplies.• Managing and facilitating with requests as needed for all departments within company for various projects.• Light reception, research, filing, copying, mail (receiving, distributing, shipping, tracking), Creating and working with spreadsheets, databases and accounts payable. Booking and coordinating conference room meetings and needs for them in and out of office.• Coordinated, supervised and managed office relocation moves as company grew.

- Linking/posting data to company website from various shared drives.- Checking for duplication in data- Merging records and attaching scanned documents to correct files. - Data entry and edits to prepare for upcoming audit for Bank of Tokyo, NY

- Responsible for purchasing product/supplies and coordinating work schedules. - Opening/ closing establishment and handling petty cash- Fulfilled Jr. sales associate role: Expediting sales orders & other related requests as well as tracking such orders and related merchandise for sales representatives and partners- Project management: Creating and working with GANT charts- spreadsheets, databases and graphic presentations. - Travel/Expense reports, correspondence, scheduling appointments/meetings &conference calls- Making travel/luncheon/transportation arrangements & managed corporate events- Research, filing, binding, copying, mailings, telephones, and shipping.